Podcasts about supercycle

From the secrets behind Shohei Ohtani's 64-square goal-setting framework to a comprehensive breakdown of Nvidia's earnings and the durability of the AI bull market. We also debate Scott Galloway's controversial take on why the anti-alcohol movement and remote work might be the worst things to happen to young men...Welcome to the Alfalfa Podcast

เคยได้ยินคำสัญญาที่หอมหวานที่สุดในโลกการเงินไหมครับ คำสัญญาที่บอกว่าสินทรัพย์อย่าง Bitcoin กำลังจะเข้าสู่สิ่งที่เรียกว่า “Supercycle” หรือวัฏจักรขาขึ้นรอบใหญ่ที่จะไม่มีวันจบสิ้น เราถูกกรอกหูมาตลอดว่า เป้าหมายที่ระดับราคา 200,000 ดอลลาร์สหรัฐฯ เป็นเรื่องที่ “หลีกเลี่ยงไม่ได้” มันคืออนาคตที่ต้องเกิดขึ้นอย่างแน่นอน แต่แล้วในสัปดาห์นี้ ภาพฝันเหล่านั้นไม่ได้จบลงด้วยเสียงพลุเฉลิมฉลองครับ แต่มันจบลงด้วยเสียงเครื่องจักรที่พังทลาย และความเงียบงันของพอร์ตการลงทุนที่ตัวเลขสีแดงฉาน เมื่อ Bitcoin ร่วงดิ่งลงมาต่ำกว่าระดับ 90,000 ดอลลาร์ และลบผลกำไรที่สะสมมาตลอดทั้งปี 2025 หายไปจนหมดเกลี้ยง ตลาดการเงินกำลังบังคับให้เราต้องเผชิญหน้ากับความจริง ความจริงที่นักวิจารณ์หลายคนพยายามตะโกนบอกเรามาหลายปี แต่เราเลือกที่จะไม่ฟัง ความจริงที่ว่า หากปราศจากเงินกู้ดอกเบี้ยต่ำ และปราศจากกระแสเก็งกำไรจากกฎระเบียบภาครัฐแล้ว “ราชาแห่งคริปโต” แทบจะไม่เหลืออะไรอยู่เลย เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #Bitcoin #BTC #บิตคอยน์ #คริปโต #Crypto #Cryptocurrency #การเงิน #การลงทุน #เศรษฐกิจ #Fed #ทองคำ #ข่าวเศรษฐกิจ #เทรดคริปโต #วิเคราะห์กราฟ #นักลงทุน #ตลาดหุ้น #ETF #SmartMoney #Blockchain #DigitalAsset #ข่าววันนี้ #MoneyManagement #Trader #Investor #geekdaily #geekforeverpodcast

The first-ever U.S. spot XRP ETF has been approved and begins trading tomorrow, marking a historic moment for altcoins and opening the door to a new wave of institutional inflows. Meanwhile, Taiwan is now considering adding Bitcoin to its national reserves, signaling that global governments are beginning to view BTC as a strategic asset. In the U.S., regulators are moving fast: SEC Chair Paul Atkins unveiled a new “Token Taxonomy” that could redefine how digital assets are classified, Coinbase is reincorporating in Texas to align with pro-crypto state laws, and the Senate's draft bill is pushing more oversight toward the CFTC.

New @greenpillnet pod out today!

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The growing U.S. Silver Miner With a Hidden Strategic Metal Advantage… Americas Gold & Silver (TSX: USA | NYSE: USAS) CEO Paul Huet joins Trey Reik at the Wealthion–SCP Global Silver Conference to explain how he's turning a long-neglected miner into a growing U.S. silver producer with strategic exposure to antimony, a metal critical to U.S. national defense. With over 150 million ounces of silver resources, production set to rise from 1.2 million to as high as 10 million ounces per year, and breakthrough 99 % antimony recoveries, the company is poised to benefit from both the silver rally and America's push for secure supply chains. They discuss: How modernization doubled shaft capacity and cut mining time from 14 months to 28 days Why America's only producing antimony mine is suddenly in the national spotlight How China's export ban turned antimony into a $50 million-per-year opportunity Why 80% of revenue exposure to silver gives Americas Gold & Silver unique leverage The milestones ahead that could define the next phase of the silver bull market

The World's Purest Silver Miner Is Betting Big on today's silver bull market. First Majestic Silver's VP of Corporate Development, Mani Alkhafaji, joins Trey Reik at the Wealthion–SCP Global Silver Conference to share how the company is positioning itself for what it calls the start of a new silver supercycle. With 55 % silver exposure, a $970 million acquisition of Gatos, and three cornerstone mines in Mexico, First Majestic is leveraging its scale, balance-sheet strength, and new vertical integration strategy, including its own Las Vegas mint, to capture more value from rising silver prices. They discuss: Why maintaining true silver purity is getting harder across the mining industry How Mexico's new government is reopening the door to mining investment Why silver's breakout above $50 may only be the beginning The gold-to-silver ratio and the math behind a $100 silver thesis How First Majestic is scaling production beyond 30 million silver-equivalent ounces per year

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In this episode of Trends with Benefits, Ed Lopez sits down with Larry McDonald, Founder of the Bear Traps Report, to discuss the current state of financial markets. Larry dives into signals pointing to potential economic turbulence, from mounting consumer credit pressures to persistent inflation. He shares insights on the growing investor shift toward hard assets amid de-dollarization and global tensions and weighs in on how demographics are reshaping asset allocation. The conversation also touches on the future of AI, energy infrastructure, and the changing dynamics of passive investing, highlighting why reading market signals is more critical than ever.

Stablecoins aren't crypto assets, they're negotiable instruments that banks should process like checks.In this episode of Stabled Up, we sit down with Tony McLaughlin, CEO of Ubyx and former Swift executive, to discuss why the stablecoin supercycle is here, how clearing infrastructure actually works, and why every bank will soon offer a stablecoin wallet.We discuss:- Why private blockchains have failed- The six magic words that will unlock bank adoption- How clearing infrastructure actually works- The coming Cambrian explosion of stablecoins- Why every bank will offer a wallet- CBDCs vs stablecoins: What's the real difference?- Stablecoins as "bundles of joy" for global commerceTimestamps00:00 Intro00:44 From TradFi to Crypto: Tony's Journey06:10 Why Public Blockchains Win08:52 Alvara Ad, Enso Ad, Talus Ad09:24 Ubyx's Infrastructure Solution for Banks14:46 Stablecoins vs Checks: The Perfect Comparison20:53 The Clearing Process Explained Simply24:38 Negotiable Instruments 101: What Banks Actually Understand28:16 Not All Stablecoins Are Created Equal32:57 CBDCs & Tokenized Deposits: The Real Differences35:24 Relay Ad, Hibachi Ad35:57 How Clearing Actually Works Behind the Scenes42:41 Wallets for Every Bank & Every Fintech46:46 Decentralizing the Network: The End GameWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Stijn Schmitz welcomes Brien Lundin to the show. Brien Lundin is Editor of 'The Gold Newsletter.com' & Host of the New Orlean's Investor Conference. Lundin discusses the current gold market, emphasizing that despite recent volatility, the fundamental factors driving the bull market remain strong. He believes the current market is part of a secular bull market with potential for gold prices to reach between $6,000 to $8,000, and potentially even higher in a significant monetary reset scenario. Central bank buying and the ongoing "debasement trade" continue to support gold's upward trajectory. Regarding mining stocks, Lundin argues that miners are still significantly undervalued. He anticipates that upcoming earnings reports will demonstrate the robust economics of gold projects at current prices. He recommends focusing on larger producers like Newmont and Newcrest in the near term, while also highlighting opportunities among developers and exploration companies. Lundin is optimistic about the increasing capital flow into the mining sector, viewing it as a positive development despite concerns about "dumb money". He sees this as part of a broader commodity super cycle affecting multiple metals, with particularly strong potential for base metals and energy metals due to supply constraints and growing demand. On silver, Lundin is bullish, noting the metal's potential for significant price appreciation. He highlights the inelastic supply of silver, with 70% of production being a byproduct of other metal mining, and expects industrial demand to consume all available mine supply in the coming years. The conversation also touched on other commodities like copper, vanadium, and zinc, with Lundin expressing optimism about their long-term potential driven by supply constraints and increasing demand. He emphasized the importance of understanding the sector, spreading risk, and being patient with investments. Lundin concluded by promoting his upcoming New Orleans Investment Conference, describing it as the longest-running investment event in the world, featuring numerous expert speakers across geopolitics, macroeconomics, and metals investing.

BitMine Immersion Technologies Inc (NASDAQ:BMNR) has been on a meteoric rise this year—up more than 600% since it began trading in June 2025—driven by its pivot from Bitcoin mining to an Ethereum -focused digital-asset treasury. The company now claims the crown as the world's largest corporate holder of ETH, attracting marquee investors like Cathie Wood‘s Ark Invest.~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/coinbasePBN00:00 intro00:06 Sponsor: Coinbase00:36 Top Super Investors01:16 Ethereum Will Flip Bitcoin02:00 Marketcap Comparison03:05 Tom Lee shocks Cathie Wood04:02 Cathie Didn't Know?04:32 Proof of Work vs Proof of Stake05:20 Bitcoin Transaction Problems06:06 Steak&Shake Brags About Bitcoin Transactions06:52 Ethereum Has Developers07:25 Cathie: Banks vs Ethereum?08:45 Tom Lee: L2's Benefit Ethereum09:45 Tokenization + Prediction Markets10:39 Polygon & Polymakret11:23 Polymarket Being Upgraded12:29 Tom Lee: Cathie is too conservative13:47 Cathie Wanted to Stake ETH14:39 Companies Are Waiting To Stake15:15 outro#Ethereum #bitcoin #crypto~Cathie Wood vs Tom Lee

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Wall Street is all-in on Bitcoin, and the charts are screaming Supercycle. With ETF inflows exploding, institutional money flooding back into the market, and tokenization reshaping global finance, Bitcoin's rise past $126K could be the start of something far bigger. From BNY Mellon's blockchain expansion to a surge in crypto ETF launches, traditional finance is going on-chain faster than ever. In today's livestream, we break down whether this is truly the beginning of the Bitcoin Supercycle, how Wall Street's adoption could fuel the next massive leg higher, and what investors should watch as the world's largest institutions embrace crypto like never before.

Samsung isn’t just about Galaxy phones anymore. With its latest collaboration with OpenAI, the company is cementing its role as a global AI infrastructure leader. But can it balance innovation in consumer tech with the volatility of chips and fierce competition from rivals? Join Dan Koh and Audrey Siek as they explore how this move could reshape its growth story, and whether the risks of cyclicality, smartphones, and global competition could limit its upside.See omnystudio.com/listener for privacy information.

Everyone is talking about a new memory super cycle related to AI data centers, and suddenly, NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital, and it's back in growth mode.In this deep dive, we use our investing framework to analyze SanDisk's position in the storage market. We examine the major shift from HDDs (Hard Disk Drives) to SSDs (Solid State Drives) in data centers due to product shortages and the need for new solutions.Key Topics Covered:The Market: Why the NAND flash market is about to heat up and how SanDisk is uniquely positioned against memory chip makers like SK hynix and Micron.The Partnership: Our preference for SanDisk over Kioxia due to their Flash Ventures joint venture, allowing SanDisk to buy finished wafers at cost with a small markup (asset light model).The Innovation: SanDisk's invention of HBF (High Bandwidth Flash), which might be an answer to HBM for co-packaging next to GPUs.The Financials: Analyzing the 30x expected free cash flow valuation, the company's flip from free cashflow loss to free cashflow positive, the GAAP net loss, and the loan inherited from Western Digital.Investment Thesis: Whether SanDisk should be a small bet in a basket play alongside Lam Research and Pure Storage.TImestamps:(00:00:00) | Introduction: The Memory Supercycle and SanDisk's Re-IPO(00:01:06) | Core Product: NAND Flash, IDMs, and the $200 Billion Market(00:03:00) | SanDisk's History: Spin-off from Western Digital & The NAND Landscape(00:03:38) | The Storage Supply Chain: Lam Research, Kioxia, and Pure Storage(00:05:14) | Kioxia Partnership: Why SanDisk Gets Wafers "At Cost"(00:07:34) | The Market Catalyst: HDD Shortages and Data Center SSD Demand(00:09:56) | Next-Gen Innovation: High Bandwidth Flash (HBF) vs. HBM(00:11:15) | Enablers & Market Exposure: Fab Equipment (Lam, Applied) and Client/Cloud Segments(00:14:02) | Financials: Flipping from Free Cash Flow Loss to Positive(00:16:08) | Q1 Fiscal 2026 Guidance, Debt, and NTM Valuation(00:18:12) | Final Takeaway: SanDisk as a "Small Bet" in a Basket PlayJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #SanDisk #NANDFlash #AIDC #MemorySupercycle #Investing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Råvarornas supercykel har börjat och ädelmetallerna når nya ATH varje dag. Dessutom, uppdatering på tyska case och den svenske konsumenten.AW med Pinpoint den 7:e oktober. Anmäl er här: https://utm.guru/aktiepub2025(Ungefärliga) tidsstämplar:03:00 Veckans sågning04:20 Ceotronics $CEK11:15 Thyssenkrupp $TKAd14:00 Den svenska konsumenten18:30 Lyssnarfråga & guld 29:30 Råvarornas supercykel $QURE $CLPT $GMET $LUMI $BHP $AALI $RIO $BOL $TGB $ERO $VALE $MKO—X: https://twitter.com/marketmakerspod Kontakt: podcast@marketmakers.se Hemsida: https://www.marketmakers.se/ Niklas, Fabian och Magnus finns förstås också på X:https://twitter.com/alden_niklas https://twitter.com/franzen_fabian https://twitter.com/analytikern1234 Samt Bluesky:https://bsky.app/profile/aldenniklas.bsky.social https://bsky.app/profile/fabianfranzen.bsky.social https://bsky.app/profile/magnusskoog.bsky.social Hosted on Acast. See acast.com/privacy for more information.

What if you could arrive at your ski chalet and find premium ski wear waiting for you, no suitcase, no hassle, and a lot less waste?In this episode of HappyPorch Radio, hosts Barry O'Kane and Tandi Tuakli talk with Anna Smoothy and Anders Bergenstrand, co-founders of Cirkel Supply, a Swiss startup rethinking ski holidays with circular rental.Cirkel combines technology and circular design to make ski wear rental simple and sustainable. Using platforms like Shopify and Supercycle, they deliver high-quality ski outfits directly to accommodation, proving how smart tech choices can support convenience, reduce waste, and keep products in circulation.✨ In this episode:Why ski wear is a perfect case for access over ownershipHow off-the-shelf tech platforms help startups scale efficientlyThe role of lifecycle assessments in measuring circular impactWhat seasonality teaches about building resilient circular systemsCirkel's vision for expanding beyond Switzerland to serve global ski tourism

On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss:(00:00) Introduction(06:02) A New Player in Defense(10:47) Innovations in Subsea Technology(19:44) Product Categories and Market Applications(22:02) Competitive Landscape and Market Positioning(28:04) Regulatory Challenges and Industry Barriers(32:54) Building Trust in Defense Contracts(36:44) Anduril's Disruption in Defense Tech(38:50) Competitive Analysis(42:06) Future Growth Prospects (46:59) Management Insights and Leadership Transition(53:53) Financial Projections and Market Positioning*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The money printer has been silently turned on - how high will this send bitcoin?!► Bitcoin Well: bitcoinwell.com/simplybtc► Ledn: https://learn.ledn.io/simplySimply Bitcoin clients get 0.25% off their first loan► SAT123: https://sat123.com/simplybitcoinUse code SIMPLY for 15% off► Stamp Seed: www.stampseed.comPROMO CODE: SIMPLY for a 15% discount► HIVE Digital Technologies: hivedigitaltech.com► Casa: casa.io/simplyPROMO CODE: SIMPLY for 5% OFF your first year of Casa Standard or Premium ► BitcoinBen: bitcoinben.ioFOLLOW US► https://twitter.com/SimplyBitcoinTV► https://twitter.com/bitvolt► https://twitter.com/Optimistfields► Nostr: npub1vzjukpr2vrxqg2m9q3a996gpzx8qktg82vnl9jlxp7a9yawnwxfsqnx9gcJOIN OUR TELEGRAM, GIVE US A MEME TO REVIEW!► https://t.me/SimplyBitcoinTVSUBSCRIBE TO OUR YOUTUBE► https://bit.ly/3QbgqTQSUPPORT US► On-Chain: bc1qpm5j7wsnk46l2ukgpm7w3deesx2mdrzcgun6ms► Lightning: simplybitcoin@walletofsatoshi.com#bitcoin #bitcoinnews #simplybitcoinDISCLAIMER: All views in this episode are our own and DO NOT reflect the views of any of our guests or sponsors.Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact Simply Bitcoin.

While global forecasts are improving, U.S. markets continue to defy tariff headwinds with record earnings, margin expansion, and surging AI-driven investment. Laila Pence, President & Co-Founder, Pence Wealth Management explores how monetary policy, labor market shifts, and the AI supply chain are shaping the next phase of the economy — from small caps and financials to hyperscaler spending that could define the next industrial revolution.Produced/Presented: Ryan Huang Image: Gerd Altmann from PixabaySee omnystudio.com/listener for privacy information.

Joseph Shaposhnik, Founder & Portfolio Manager of Rainwater Equity breaks down the latest market themes shaping investor sentiment. We explore why some AI leaders may be better long-term bets than consensus expects, and where opportunities lie amid market volatility — including a potential defence sector supercycle driven by surging demand in key regions. Plus, we dive into strategies for identifying companies that dominate essential niches, creating lasting value through strong pricing power and resilience against disruption.See omnystudio.com/listener for privacy information.

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Todays the day we find out if easy money is back on the table - BUT another interesting development got leaked that is extremely bullish for bitcoin!!► Bitcoin Well: bitcoinwell.com/simplybtc► Ledn: https://learn.ledn.io/simplySimply Bitcoin clients get 0.25% off their first loan► SAT123: https://sat123.com/simplybitcoinUse code SIMPLY for 15% off► Stamp Seed: www.stampseed.comPROMO CODE: SIMPLY for a 15% discount► HIVE Digital Technologies: hivedigitaltech.com► Casa: casa.io/simplyPROMO CODE: SIMPLY for 5% OFF your first year of Casa Standard or Premium ► BitcoinBen: bitcoinben.ioFOLLOW US► https://twitter.com/SimplyBitcoinTV► https://twitter.com/bitvolt► https://twitter.com/Optimistfields► Nostr: npub1vzjukpr2vrxqg2m9q3a996gpzx8qktg82vnl9jlxp7a9yawnwxfsqnx9gcJOIN OUR TELEGRAM, GIVE US A MEME TO REVIEW!► https://t.me/SimplyBitcoinTVSUBSCRIBE TO OUR YOUTUBE► https://bit.ly/3QbgqTQSUPPORT US► On-Chain: bc1qpm5j7wsnk46l2ukgpm7w3deesx2mdrzcgun6ms► Lightning: simplybitcoin@walletofsatoshi.com#bitcoin #bitcoinnews #simplybitcoinDISCLAIMER: All views in this episode are our own and DO NOT reflect the views of any of our guests or sponsors.Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact Simply Bitcoin.

Connect with Onramp // Connect with Acropolis // Connect with Early RidersPresented by Onramp Media in collaboration with Acropolis & Early Riders...Bitcoin for Businesses is a bi-weekly podcast for operators. We turn headlines into a playbook, covering custody architecture, board approvals, accounting, financing, and real-world implementation.00:00 – Welcome to Bitcoin for Businesses02:12 – MIC: the corporate custody unlock06:42 – Ledn pivots to bitcoin-only lending10:59 – Bitcoin-only vs multi-asset UX12:47 – Public treasuries + fair-value accounting catalyst20:39 – The “yield” mirage: save, don't reach25:16 – Macro: inflation squeeze, bankruptcies, rate cuts & MMFs32:05 – Offense & defense: pricing power, network effects39:49 – BTC-backed credit lines for working capital43:52 – Stablecoins as on-ramps; finality vs chargebacks51:58 – Real-world payments: Namecheap $2M via BTCPay57:25 – Closing takeaways & CTAIf you found this valuable, please subscribe to Onramp Media.

Connect with Onramp // Onramp Terminal // Jesse Kobernick on XThe Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.00:00 - Intro to Jesse Kobernick05:10 - Bitcoin Treasury Companies: Promises vs Reality23:55 - Retail Flows and Reflexivity32:35 - Outlook and Risks for Bitcoin Equity Proxies38:38 - Gold vs Bitcoin: A Century in One Chart43:17 - Long Bonds, Fiscal Dominance, and the Risk-Free Myth49:00 - Global Reserves Shift: Central Banks Buy Gold51:57 - Self-Custody at Scale: Real Risks01:22:11 - Multi-Institution Custody Explained01:24:46 - ETFs and Single-Custodian Risk01:28:44 - Market Structure and Cycle Paths01:34:19 - Supercycle on the Table?01:37:53 - Guardian Controls for Real-World Threats01:49:40 - Outro and DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Congress recently passed landmark crypto legislation, signing the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act into law in July 2025, establishing federal standards for stablecoins and providing a clear regulatory framework for them. Additionally, the Clarity Act, which would create a broader market structure for other digital assets, also passed the House and is now before the Senate, though the path to Senate passage is uncertain.~This Episode is Sponsored By Coinbase~Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRONGuest: Ron Hammond - Head of Policy and Advocacy at WintermuteWintermute website ➜ https://bit.ly/WintermuteCryptoFollow Ron on Twitter ➜ https://x.com/RonwHammond00:00 Intro00:10 Sponsor: Coinbase01:00 Quiet week over?03:44 Market Structure timeline04:40 Is Market Structure odds correct?05:30 Tokenized stocks launch on Ondo without U.S. users07:45 Why would they be against tokenization?09:20 Who would be against Market Structure bill?12:45 Did $WLFI complicate things and Dem support?14:35 Would Gavin Newsom token be good for bipartisan regulation?16:00 Crypto taxes18:25 Outro#Crypto #Bitcoin #Ethereum~Congress Returns For Next Crypto Bill

What have we learned so far this season about the realities of rental and product-as-a-service models, and where does technology really make the difference?In this special mid-season reflection of HappyPorch Radio, hosts Barry O'Kane, Jo Weston and Tandi Tuakli look back at the conversations so far, drawing out the common themes, challenges and opportunities from entrepreneurs, academics and technology providers working at the forefront of circularity.We revisit highlights from:Refulfil – Danai Osmond explained how smart reverse logistics and return flows can unlock circular commerce, reduce waste, and make reuse systems viable at scaleBaboodle – Katie Hanton-Parr explored rental models for children's products and family life, showing how convenience and flexibility can drive adoption alongside sustainability goalsBlack Winch – Yann Toutant brought insights from circular business strategy and advisory work, highlighting the organisational and financial challenges of scaling circular modelsSupercycle – Ryan Atkins discussed tackling e-bike refurbishment and how service-based models can support both sustainable transport and profitable growthCircularity.fm – Patrick Hypscher highlighted product-as-a-service models and the importance of building flexible, modular tech stacks that enable iteration and long-term resilienceLeah Pollen – emphasised that circularity alone doesn't automatically solve issues like waste or planned obsolescence, but that models such as device leasing can align incentives and create meaningful opportunities for reuse and longer product lifeLucy Wishart – explored how reducing “consumer work” through seamless services like delivery, setup, and return can make rental experiences more attractive, and how community engagement can amplify the reach and impact of circular models✨ In this episode:We reflect on the wider context, including why global circularity has fallen to just 6.9%We explore insights from guests tackling logistics, finance, customer experience and design for durabilityWe hear how service excellence and reducing “consumer work” are proving key to rental adoptionWe discuss the role of technology, from scrappy spreadsheets to IoT and APIs, and why flexibility mattersWe highlight the importance of ecosystems, partnerships and mindset shifts inside organisationsWe share our takeaways so far, and what we're excited to explore in the rest of the season

In this episode of Energy Newsbeat Daily Standup, break down the potential return of an oil supercycle driven by stalled energy transitions, underinvestment, and rising global demand. They highlight investor opportunities in nuclear and critical minerals, with specific companies and DOE-backed projects set to benefit. The duo then explores China's strategic oil grabs amid U.S. pressure on India and Russian peace talks. They also critique the rise of left-driven "lawfare" against energy producers, tying it to increased consumer costs. Finally, they analyze Gavin Newsom's surprising pivot toward Big Oil as a possible prelude to a presidential run, noting skepticism around the sincerity and impact of his policy shift.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:12 - Energy Transition Stalls as Oil Super-Cycle Risks Return02:54 -What Should Investors Look for in Nuclear and Critical Minerals for the Balance of 2025?05:38 - China Takes Advantage of Russian Peace Talks Amid U.S. Pressure on India08:32 - How effective is the lawfare of the left against energy, and how much does it cost consumers?10:43 - Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?16:10 - Markets Update18:57 - OutroLinks to articles discussed:Energy Transition Stalls as Oil Super-Cycle Risks ReturnWhat Should Investors Look for in Nuclear and Critical Minerals for the Balance of 2025?China Takes Advantage of Russian Peace Talks Amid U.S. Pressure on IndiaHow effective is the lawfare of the left against energy, and how much does it cost consumers?Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?

Venture capitalist Nic Carter (Castle Island Ventures, Coin Metrics) joins The Aubservation live from PubKey NYC — the world's most famous Bitcoin bar — for an unfiltered conversation on Bitcoin, AI, banking, and the state of New York City.From Operation Choke Point 2.0 to the AI Capex supercycle, Nic and host Aubrey Strobel cover the forces shaping money, technology, and culture in 2025.In this episode:Bitcoin maxis in 2025Operation Chokepoint 2.0 AGI is already hereAI boom is bigger than internetThe problem with tokenized stocks Is NYC cooked?Follow Nic: https://x.com/nic__carter Brought to you by Cake Wallet — the easiest way to spend and store your crypto. Visit cakewallet.com.LINKSX: https://x.com/aubreystrobelTikTok: https://www.tiktok.com/@aubreystrobelInstagram: https://instagram.com/aubreystrobelSubstack: https://theaubservation.substack.comWatch on YouTube, or listen on Spotify, Apple, and wherever you get your podcasts.

Connect with Onramp // Onramp Terminal // Onramp Bitcoin Dynasty Trust Services // Full deep dive report from OnrampThe Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.00:00 – Trump's Executive Order on 401Ks and Bitcoin Access03:30 – Private Equity, Retirement Plans, and Regulatory Implications06:45 – ETF Access Constraints Across Major Banks and Wirehouses09:20 – Impact of Passive Flows on Bitcoin Market Structure13:30 – Debating the Future of Bitcoin Cycles and Sovereign Adoption18:10 – Custodial Concentration and Systemic Risk Scenarios21:45 – Macro Deterioration: Housing, Wages, and Regulatory Burdens28:30 – Global Institutional Interest and Strategic Reserve Momentum35:25 – Digital Asset Treasury Companies vs. Bitcoin Fundamentals45:00 – Tether, Stablecoin Infrastructure, and Regulatory Trajectory52:00 – Gold Revaluation, Real Yields, and the Cost of Capital55:30 – Launching Onramp's Bitcoin Dynasty Trust Services01:05:45 – Closing Reflections, Outro, and DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Episode 431 is the seventh episode in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with Edward Chancellor, a financial historian, award-winning journalist, and the author of “Devil Take the Hindmost: A History of Financial Speculation." Eddie, Grant, and Demetri discuss how excessively interventionist monetary policies and widespread speculative excesses have prolonged the final phase of a “Debt Supercycle,” whose bursting will likely usher in a new era of financial repression, marked by increased capital controls, currency crises, heightened geopolitical risk, and social turmoil. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 07/24/2025

Is Ethereum about to break its all-time high?In this episode, Jay sits down with Jake Brukhman, CoinFund CEO to break down why the Ethereum supercycle is just getting started. They dive into ETH price predictions, institutional adoption, L2 scaling, and why the smart money is rotating back into ETH.

Cantor Fitzgerald projects Bitcoin could one day hit $1,000,000, backed by growing institutional capital and corporate BTC treasury strategy. Today we unpack the $86B buying spree, Galaxy's $9B transaction that barely moved the price, and why bent bonds can't compete — Max Keiser says BTC is now safer than U.S. Treasuries. Dive in as we chart the path to hyperbitcoinization. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cantor Fitzgerald projects Bitcoin could one day hit $1,000,000, backed by growing institutional capital and corporate BTC treasury strategy. Today we unpack the $86B buying spree, Galaxy's $9B transaction that barely moved the price, and why bent bonds can't compete — Max Keiser says BTC is now safer than U.S. Treasuries. Dive in as we chart the path to hyperbitcoinization.

The $1,000,000 Bitcoin advocate Samson Mow has renewed his ultra-bullish stance suggesting a Bitcoin supercycle in play: “I know Bitcoin is going to add a zero. You know Bitcoin is going to add a zero. It's just a question of when.” Learn more about your ad choices. Visit megaphone.fm/adchoices

SPONSORS⛓️ Mining Disrupthttp://www.eventbrite.com/e/1332865469499/?discount=SIMPLYBITCOINThe Worlds Largest Bitcoin Mining Expo!! Dallas, Texas November 11-13, 2025Promo code: SIMPLYBITCOIN for 20% off⚡️ THE ORANGE PILL APPhttps://www.orangepillapp.com - Meet local Bitcoiners- Find local Bitcoin events- Find local merchants that accept Bitcoin- STACK FRIENDS WHO STACK SATS

⏱️ Timestamps9:50 – U.S. vs Iran: Latest Updates & Impact19:00 – Big Tech: The New Giants of War?25:04 – Best Stocks in the “War Index”37:30 – Credit Card Company Performance (Visa, AmEx, Mastercard, etc.)41:57 – S&P Near Highs, But Sentiment at Lows: Is the Market Ignoring the Consumer?48:50 – One Economic Indicator Retail Investors Should Track Weekly52:46 – Case Study: Michael Rubin's Fanatics Fest59:10 – Elon's Robotaxis: Is Tesla Back?1:08:00 – Oil Spike: Short-Term Shock or Start of a Supercycle?1:13:30 – Apple's AI Paper: Is Apple Underhyped Compared to LRM Rivals?1:24:33 - The Vendor That Tripled Profits at Invest Fest In this episode, we dive into the escalating tensions between the U.S. and Iran and explore how it could impact global markets. We also examine whether Big Tech is quietly becoming the new face of modern warfare and identify the top-performing stocks in what we're calling the “War Index.” With oil prices spiking and geopolitical risks rising, we ask the critical question: is this just a short-term shock or the beginning of a multi-year supercycle?We shift to the consumer economy, analyzing the 2024 performance of credit card giants like Visa, American Express, and Mastercard. With the S&P flirting with all-time highs while consumer sentiment hits record lows, we break down whether the market is ignoring key warning signs — or betting on a comeback. You'll also hear which economic indicator retail investors often overlook, but should track weekly to better time trades.We wrap up with a case study on Michael Rubin's Fanatics Fest, a look at Tesla's robotaxi push, and a deep dive into Apple's newest AI paper. Plus, two special guests join us to talk about their experiences at Invest Fest — one as a vendor and the other as the winner of last year's pitch competition.Invest Fest Ticket Link: https://investfest.com#InvestFest #StockMarket #Tesla #Apple #Visa #BigTech #Iran #OilPrices #AI #ElonMusk #FanaticsFest #RetailInvesting #S&P500 #MarketMondays #EarnYourLeisureSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In episode 420 of the BE SMART podcast: Student loan collections are causing significant declines in credit scores, the housing market is experiencing a stalemate with more sellers than buyers, investors are making portfolio decisions based on political views, and commodities are currently undervalued compared to financial assets. Jared and Cameron discuss oil and geopolitical risks, gold's haven bid and flirtation with its all-time high, and platinum's cocoa-like breakout this year.

New data reveals bitcoin treasury companies may have broken bitcoin's 4 year cycle!!

Welcome back to HappyPorch Radio: the circular economy technology podcast!In this episode our hosts Barry O'Kane and Tandi Tuakli are joined by Ryan Atkins, the co-founder and CEO of Supercycle - a circular commerce platform that enables rental and resale natively in Shopify.Ryan explains that scaling circular business models depends on overcoming integration challenges between physical product flows (repair, refurbishment, cleaning) and digital commerce (Shopify, customer experience). In this conversation we learn that while platforms like Supercycle can provide the core technology and integration "pipes," each brand has unique requirements in logistics, customer experience, product flows, and back office systems.Ryan also discusses collaborations with specialist partners, from 3PLs that can handle circular operations to integration and professional services partners that allow brands to tailor and scale their circular offerings. Without this ecosystem of enablers, it would be impossible to support the variety of customer journeys that circular models demand. Tune in to learn more about how circularity is reshaping e-commerce, the technology driving it, and why strong partnerships are the foundation of successful circular systems!This podcast is brought to you by HappyPorch. We specialise in technology and software development for Circular Economy minded purpose-driven businesses. Our podcast focuses mostly on: Circular Economy, Digital Enablers, Technology, Software, Circular Solutions, Fashion & Textiles, Circular Strategies, Digital, Reuse, Circular Design, Circularity, Systems Thinking, Economics, Data, Platforms, Degrowth, Policy & Regulation, Collaboration, Materials, Supply Chain, Biological Cycles, Materials, Food Waste, Biomimicry, Construction, Modular Design, Culture & Language, Zero Waste, Digital Passports, Life Cycle Assessment, Recycling, Reverse Logistics, Materials, Sharing Economy, Manufacturing, Efficiency, Environmental Impact and much more!

►► Sponsored by Aptos, check it out here: https://aptosfoundation.org/ Trump's crypto empire is growing fast – from ETFs to stablecoins to multi-billion dollar deals. I'm joined by Sidney Powell from Maple Finance to unpack their new partnership with Cantor Fitzgerald and what it means for institutional Bitcoin lending. With $2 billion in BTC-backed credit now in play and Trump's Truth Social ETF filing making waves, the crypto market is heating up fast. Don't miss this breakdown of the moves shaping the future of digital finance. Sidney Powell: https://x.com/syrupsid Chris Inks will join us in the second part to share some interesting trades in crypto and beyond. Chris Inks: https://x.com/TXWestCapital ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Interview withMark Chalmers, President & CEO of Energy Fuels Inc.Marty Tunney, COO of IsoEnergy Ltd.Recording date: 30th May 2025The uranium sector stands at a critical inflection point where mounting supply constraints intersect with unprecedented political support and surging nuclear demand, creating compelling conditions for sustained price appreciation and outsized returns for positioned investors.*Supply-Demand Fundamentals Favor Higher Prices*A fundamental supply shortage looms as existing high-grade uranium deposits deplete while replacement projects face significantly higher development costs. Energy Fuels CEO Mark Chalmers warns that future supply sources remain uncertain: "I don't know where it's going to come looking out five or 10 years because some of the best deposits are being mined right now and they're depleting themselves." The replacement cost dynamics are stark—new uranium production must cover exploration, permitting, infrastructure development, mining, and reclamation costs at price levels far exceeding historical norms.Current spot prices around $60-70 per pound remain well below the $100+ incentive pricing required to trigger meaningful new production. This creates a supply response lag that could persist for years even after prices reach incentive levels, given the extended timelines required for uranium project development and regulatory approval.*Political Tailwinds Accelerate Market Dynamics*Uranium benefits from rare bipartisan political support driven by energy security and decarbonization imperatives. Recent executive orders from the Trump administration targeting critical mineral supply chains reinforce government commitment to domestic uranium production. As Chalmers notes: "The ongoing support by both parties actually for nuclear power and reestablishing our ability to mine and produce nuclear power, including small modular reactors is gaining momentum."The Russian uranium ban, formally taking effect in 2028, will remove a significant supply source from Western markets. Industry leaders expect accelerated implementation due to geopolitical tensions, compressing the timeline for supply shortfalls. Simultaneously, China's aggressive nuclear expansion creates additional demand pressure, with the capability to construct reactors in 18 months versus multi-year Western timelines.Established Producers Positioned to BenefitMarket dynamics increasingly favor proven producers over development-stage companies. Many newer uranium companies have overcommitted on delivery contracts while struggling with operational challenges.  Infrastructure advantages amplify competitive positioning. Energy Fuels' White Mesa Mill serves as the primary conventional uranium processing facility in the United States, creating a strategic bottleneck that generates high-margin toll processing revenue. Companies without processing access face limited options, as IsoEnergy's Marty Tunny explains: "If you don't have access to the White Mesa Mill and you're a conventional hard rock miner in the USA, you don't have anywhere in the next 5 to seven years to process your ore."*Technical Advantages Emerge*Recent operational challenges at in-situ recovery operations highlight advantages of conventional hard rock mining methods. Conventional mining offers greater operational control, cost predictability, and flexibility compared to ISR techniques. This technical differentiation becomes increasingly valuable as the industry recognizes that uranium mining complexity exceeds that of other commodities.*Investment Implications*The uranium investment thesis centers on classic supply-demand imbalance amplified by geopolitical factors and infrastructure constraints. Companies with existing production capabilities, processing facilities, and proven operational track records appear positioned to benefit disproportionately from emerging market dynamics. The combination of political support, supply constraints, and rising demand creates conditions for sustained higher uranium prices, particularly benefiting North American producers with strategic infrastructure assets and established utility relationships.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

In this high-conviction, high-energy interview, SCP Resource Finance CEO David Wargo joins Trey Reik to lay out why the next big macro move is into commodities, driven by a weakening dollar, a race for critical minerals, and an urgent shift away from China-dominated supply chains. Key Topics: What the recent U.S.–China trade deal really means for rare earths Why gold, silver, copper, nickel, and rare earths are all set to surge How the U.S. dollar's decline will fuel a real asset bull market How Ukraine's reconstruction will supercharge base metals demand Whether the U.S. will take control and liberate its mining sector, just like Big Oil Would you like to hear more about SCP and its rare earth mineral projects? Get their white paper here: https://wealthion.com/rare-earth-metals/ Chapters: 0:23 - Are US-China Trade Talks Truly Sincere?   3:11 - Why Did China Grant Rare-Earth Exports to Vietnam and Volkswagen?   5:14 - What's Beijing's Endgame for Rare-Earth Leverage?   6:12 - Can Saudi Arabia Build Its Own Rare-Earth Supply Chain?   9:03 - Does the Kingdom Actually Have the Minerals?   10:28 - Deep-Sea Mining Order: Bold Move or PR Stunt?   13:00 - Why Is the Resolution Copper Mine Still Waiting?   17:00 - Pebble Mine in Alaska: Dream Deposit or Environmental Risk?   19:51 - What's the Hottest Opportunity in Mining Right Now?   21:24 - Will Rebuilding Ukraine Supercharge Base-Metal Demand? Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/43uMQ50 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Gold #Silver #Copper #RareEarths #CriticalMinerals #Commodities #Geopolitics #Macro #USChina #USD #Mining ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Competition, growth, tariffs, hacks, AI – what does it take to be an effective leader today? John Chambers, former CEO and Executive Chairman of Cisco and founder of JC2 Ventures, joins TechSurge host Sriram Viswanathan to share valuable wisdom on leading and growing businesses through times of significant change. As a leader who has transitioned from the c-suite to venture capital and now mentoring founders in emerging technology sectors, John has seen it all. He shares lessons from his time leading one of the world's most influential networking companies at Cisco (the most valuable company in the world at the time), revealing what he learned while growing it from a challenger networking company into a $50 billion tech powerhouse, sharing how Cisco achieved and maintained its market leadership, particularly his bold M&A strategies. John offers hard‑won insights on navigating major technology shifts in AI, cloud, security, and more. Today's founders and executives will find practical frameworks, real‑world war stories, and counterintuitive advice to help survive and thrive in an era of continual disruption. If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits.Links:Explore John Chambers' family office and venture firm at JC2 VenturesRead John Chambers' book “Connecting the Dots” on AmazonDiscover the organization John chaired for eight years US-India Strategic Partnership ForumLearn about the company John and Sriram have invested in together at ParkourSCFind out about the deep fake detection company Pin DropLearn about the cybersecurity company Rubrik

Tom welcomes back John Rubino, Former Wall Street Analyst, Author & Substacker for a discussion on the current economic landscape and its implications for investors. Rubino discusses the end of a credit supercycle, highlighting the risks of hyperinflation, deflation, and stagflation due to global fiat currency systems. He emphasizes the importance of real assets like gold, silver, and energy during potential financial chaos. Rubino also addresses the role of energy prices, particularly oil, in driving inflation or deflation. He suggests that lower oil prices could lead to a short-term deflationary period, followed by inflationary pressures as central banks respond with low interest rates. This creates uncertainty but opportunities for resilient investments. The discussion touches on President Trump's policies, including tariffs and reshoring, which could lead to wage inflation and geopolitical tensions. Rubino warns against the risks of negative interest rates and the potential need for a currency reset, possibly returning to a gold standard. For investors, Rubino recommends focusing on real assets such as precious metals, energy, and farmland. He suggests dollar-cost averaging in gold and silver and cautious investment in mining stocks, particularly mid-tier and explorers with growth potential. Jurisdictional risks, especially in countries like Mexico, are highlighted as critical considerations. Rubino also stresses building personal resilience through community ties, skill development, and owning productive assets. Time Stamp References:0:00 - Introduction0:45 - Framing This Flation3:49 - Oil's Role & Energy Price9:36 - Deflationary Scenarios16:06 - Zero Rates & Q.E.20:35 - Inherited Problems & Trump22:50 - PMs & Tariff Policies27:04 - Oversold Markets29:28 - Gold Fundamentals31:28 - Gold Silver Ratio33:15 - Silver in a Recession?36:20 - Investment Advisors & Metals40:13 - His Focus in Miners45:46 - Take Profit Guidelines48:10 - Mexican Gov't Policy50:53 - Other Opportunities?55:17 - Staying Resilient57:18 - Wrap Up Guest LinksSubstack: https://rubino.substack.comBooks: https://tinyurl.com/5buyvy6v John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022, and now publishes on Substack.